Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,470 $86.4K 0.02% +24 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,269 $85.5K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3,092 $84.2K 0.03% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,357 $83.6K 0.07% -9,098 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3,351 $83.4K 0.03% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,329 $82.9K 0.05% -859 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,328 $82.9K 0.05% +22 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,280 $81.7K 0.05% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,261 $81.2K 0.06% +13 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,200 $79.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,157 $78.6K 0.01% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,123 $77.8K 0.04% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,112 $77.5K 0.04% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 3,089 $76.9K 0.03% 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,971 $74K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,962 $73.8K 0.04% -166 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 2,940 $73.2K 0.04% -163,496 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,903 $72.3K 0.03% -450 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,900 $72.2K 0.07% -5,300 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,853 $71.8K 0.01% -549 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,868 $71.4K 0.02% -775 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,850 $71K 0.02% -100 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,813 $70K 0.03% -370 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,740 $68.2K 0.02% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2,730 $68K 0.07% 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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Allen Investments, LLC 1,819 $45.3K 0.03% +35 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,800 $44.8K 0.01% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 1,775 $44K 0.04% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,767 $44K 0.01% +1,011 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,765 $44K 0.01% +2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,764 $43.9K 0.03% +100 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,625 $43.8K 0.06% +18 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,750 $43.6K 0.02% +1,398 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,730 $43.1K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,700 $42.3K 0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,688 $42K 0.02% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,686 $42K 0.02% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for Birchwood Financial Partners, Inc. 1,515 $37.7K 0.04% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,514 $37.7K 0.05% -2,305 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,500 $37.4K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,492 $37.2K 0.01% -260 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,475 $37K <0.01% -300 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,452 $36.2K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,409 $35.1K <0.01% +9 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,408 $35.1K 0.03% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,390 $34.6K 0.03% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,374 $34.2K 0.02% 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,377 $34K 0.03% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,346 $33.5K 0.01% +4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,314 $32.7K 0.01% -370 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 1,312 $32.7K 0.01% +353 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,310 $32.6K 0.01% -545 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,300 $32.4K 0.03% +1,000 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,266 $31.5K 0.01% +126 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,261 $31.4K <0.01% -646 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,274 $31K 0.01% +289 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,243 $31K 0.01% +17 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,242 $30.9K <0.01% -400 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,238 $30.8K 0.01% new 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,236 $30.8K 0.02% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 1,226 $30.5K 0.02% +5 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,221 $30.4K 0.02% +20 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,195 $29.8K 0.03% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,177 $29.3K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,169 $29.1K 0.01% +48 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,168 $29.1K 0.02% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,147 $28.6K 0.01% +178 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 710 $28.5K 0.55% -20,483 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,140 $28.4K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,131 $28.2K 0.02% -500 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,127 $28K 0.01% +427 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for WELLINGTON-ALTUS USA INC. 1,066 $26.5K 0.02% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,065 $26.5K 0.02% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,065 $26.5K 0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,062 $26.5K <0.01% +6 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,054 $26.3K <0.01% +352 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,053 $26.2K 0.01% +325 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,050 $26.2K 0.01% +6 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,043 $26K 0.02% +41 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,032 $25.7K 0.01% +187 13F-HR Timeline Godfrey Financial Associates, Inc. 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More: the full row for Bernard Wealth Management Corp. 919 $22.9K 0.01% +2 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 907 $22.6K 0.01% -251 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 902 $22.5K 0.01% 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 896 $22.3K <0.01% -63 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 888 $22.1K <0.01% +173 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 749 $18.7K 0.01% -747 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 18,143 $18.1K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 698 $17.8K <0.01% -128 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 700 $17.4K 0.01% +35 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 692 $17.2K <0.01% +150 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 672 $16.9K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 655 $16.8K 0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 668 $16.7K <0.01% +49 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 523 $15.9K 0.01% -441 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 632 $15.8K 0.01% 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 629 $15.7K 0.01% 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 625 $15.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 623 $15.5K <0.01% -673 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 614 $15.3K 0.01% 13F-HR/A Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 614 $15.3K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. 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More: the full row for Phillip James Consulting Co. 547 $14K 0.25% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 550 $13.7K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 548 $13.6K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 546 $13.6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 542 $13.5K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 515 $12.8K 0.01% +4 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 513 $12.8K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 512 $12.7K 0.01% +47 13F-HR Timeline Gladwyn Financial Advisors, Inc. 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